Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Kelsey is a financial advisor with Fidelity Personal And Workplace Advisors. Anthony has been in the industry since March 25, 2007. Anthony is registered with the state of Florida and Texas as an Investment Advisor Representative. Anthony has a total of 2 approved SRO registrations, 1 approved FINRA registrations, and 52 approved state registrations. Anthony has experience with several firms including Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Cetera Investment Services LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
KY
10/13/2021 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
FL
03/22/2018 - 07/13/2021
MORGAN STANLEY (Tampa FL)
FL
03/09/2017 - 03/16/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT DORA FL)
MN
02/05/2015 - 01/24/2017
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
FL
03/06/2013 - 12/02/2014
CETERA INVESTMENT SERVICES LLC (THE VILLAGES FL)
TN
02/13/2007 - 03/31/2012
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
FL
04/26/2006 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (THE VILLAGES FL)
FL
09/27/2005 - 12/19/2005
AMSOUTH INVESTMENT SERVICES, INC. (BELLEVIEW FL)
AZ
04/25/2005 - 07/01/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
BOTH
Issued 12/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/18/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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